FP042417_0.png
The wealth management space is a sea of acronyms.

We've assembled another series to study up on — from general investing terms to institutions and regulators, professional designations and equity and fund analysis.

Click through the slideshow to brush up on acronyms you may not know (or may have forgotten). Test yourself by considering category and hints before flipping to the answer on the next slide.

Click here, here and here for even more acronyms.
FP042417_1.png
Hint: A type of mutual fund offering.
FP042417_2.png
FP042417_3.png
Hint: Revenue paid to a brokerage firm when a product is sold for commissions.
FP042417_4.png
FP042417_5.png
Hint: An optional benefit that can be embedded into a variable annuity.
FP042417_6.png
FP042417_7.png
Hint: An independent agency of the U.S. government tasked with regulating futures and option markets.
FP042417_8.png
FP042417_9.png
Hint: This recalculates income after adding certain tax preferences back into adjusted gross income.
FP042417_10.png
FP042417_11.png
Hints: A trust for estate planning purposes that can help clients seeking to reduce their estate tax liability.
FP042417_12.png
FP042417_13.png
Hint: Opening one of these accounts allows the beneficiary to claim the assets immediately upon your death without passing through probate.
FP042417_14.png
FP042417_15.png
Hint: When a person is first entitled to full social security benefits.
FP042417_16.png
FP042417_17.png
Hint: A professional whose expertise is handling the financial issues of divorce.
FP042417_18.png
FP042417_19.png
Hint: A measure of revenue generated per unit.
FP042417_20.png
MORE FROM FINANCIAL PLANNING